Reports and Insights

This module helps organizations understand trends, service outcomes, and performance.

What it includes

  • Reports (/reports)
  • Insights (/insights)
  • Access CRM reports (/access-crm/reports)

Typical workflow

  1. Choose a report view based on your question.
  2. Set date range and geographic filters.
  3. Compare trends and identify outliers.
  4. Export or summarize findings for stakeholders.

Best practices

  • Use consistent time windows for comparisons.
  • Call out data caveats in shared reports.
  • Validate filters before presenting numbers.

Common issues

  • Unexpected totals: Check selected filters and status conditions.
  • Map looks empty: Confirm location filters and data availability for that region.